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Tax Senior Associate : Estate & Administrative Trust (ONESOUR

Tax Senior Associate : Estate & Administrative Trust (ONESOUR

Dallas StaffingDallas, TX, US
1 day ago
Job type
  • Full-time
Job description

Tax Senior Associate, Estate and Administrative Trust

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because its an investment in our people, our future, and what we do.

KPMG is currently seeking a Tax Senior Associate, Estate and Administrative Trust to join our Tax practice. Responsibilities include :

  • Prepare, review, and analyze fiduciary income tax returns for administrative trusts and estates including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706-GS(T), Generation-Skipping Transfer Tax Return for Terminations, Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent, and Form 1040 for decedents.
  • Manage a book of business and / or supervise the production of tax return preparation by Associate tax preparers.
  • Utilize Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery.
  • Communicate proactively with management regarding potential issues, contributing to the resolution before escalation and aiding in the enhancement of the team's tax technical acumen.
  • Respond to inquiries from the IRS and other taxing authorities.
  • Keep up to date on tax technical developments and data maintenance for all accounts.

Qualifications :

  • Minimum three years of recent public accounting and / or experience working with income tax returns for administrative trusts and estates.
  • Bachelors and / or Masters degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields.
  • Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred.
  • Experience using Thomson Reuters OneSource Trust Tax platform and intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates.
  • Excellent communication, time management, and leadership skills; must be a flexible and adaptable team player and resourceful in delivering high quality work with the ability to independently manage assigned account load.
  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
  • KPMG complies with all local / state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday.

    KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

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    Tax Associate • Dallas, TX, US

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